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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,112 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 449 increasing their positions, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+77
Holders Change %
+7.44%
% of All Funds
14.81%
Holding in Top 10
120
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.19%
% of All Funds
1.6%
New
162
Increased
449
Reduced
357
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.06B
2
LPL Financial
LPL Financial
California
$905M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$259M
4
Wells Fargo
Wells Fargo
California
$380M
5
Mariner
Mariner
Kansas
$187M

Top Sellers

1
BlackRock
BlackRock
New York
$331M
2
HI
Horizon Investments
North Carolina
$6.56K
3
KAS
Kestra Advisory Services
Texas
$18.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$57.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$654M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
426
Prime Capital Investment Advisors
Kansas
$1.89M -$102K -1,665 -5%
SB
427
Strategic Blueprint
Georgia
$1.88M +$602K +9,809 +47%
CWM
428
Centurion Wealth Management
Virginia
$1.87M +$23.2K +379 +1%
CPIG
429
Chicago Partners Investment Group
Illinois
$1.86M +$42.3K +689 +2%
DWM
430
Drive Wealth Management
Utah
$1.82M +$140K +2,283 +8%
JWBC
431
John W. Brooker & Co
California
$1.81M -$28.7K -468 -2%
JC
432
JB Capital
Connecticut
$1.8M +$354K +5,777 +25%
RA
433
Rodgers & Associates
Pennsylvania
$1.79M -$43.8K -714 -2%
SFG
434
Sowa Financial Group
Rhode Island
$1.77M -$414K -6,748 -19%
MCM
435
MidAtlantic Capital Management
Virginia
$1.76M +$79.4K +1,295 +5%
NCM
436
Northside Capital Management
Oregon
$1.76M – – –
AFG
437
Atomi Financial Group
New York
$1.76M -$981 -16 -0.1%
MWA
438
Merkkuri Wealth Advisors
New York
$1.74M -$797 -13 -0%
PIA
439
Perennial Investment Advisors
California
$1.74M -$99.9K -1,629 -5%
Q1WB
440
Quest 10 Wealth Builders
Virginia
$1.73M +$1.73M +28,238 New
LI
441
LMCG Investments
Massachusetts
$1.73M +$241K +3,928 +16%
NSB
442
Norway Savings Bank
Maine
$1.72M +$1.31M +21,433 +327%
CAC
443
Certified Advisory Corp
Florida
$1.72M -$9.02K -147 -0.5%
HTC
444
Haverford Trust Company
Pennsylvania
$1.71M +$24.6K +401 +1%
LSAG
445
Lake Street Advisors Group
New Hampshire
$1.7M – – –
PRI
446
Prepared Retirement Institute
Pennsylvania
$1.7M -$113K -1,850 -6%
UWM
447
USAdvisors Wealth Management
Minnesota
$1.7M +$14K +228 +0.8%
3F
448
360 Financial
Minnesota
$1.69M -$761K -12,401 -31%
SWP
449
ShoreHaven Wealth Partners
New Jersey
$1.69M -$542K -8,836 -24%
MCWS
450
McKinley Carter Wealth Services
West Virginia
$1.68M -$123K -2,006 -7%
16 17
18
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